Vincent Randazzo: Rethinking Risk to Build Stronger Client Trust
0.75x 1x 1.25x 1.5x 2x 0:000:29:31 Vincent Randazzo: Rethinking Risk to Build Stronger Client Trust Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, I’m joined by Vincent Randazzo, CMT, founder of ViewRight Advisors and a veteran of more than 20 years […]
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
0.75x 1x 1.25x 1.5x 2x 0:000:31:02 David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at […]
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
0.75x 1x 1.25x 1.5x 2x 0:000:36:03 Brad Williams: Transforming Financial Advice with Dynamic Client Engagement Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth […]
The Lasting Impact of Professional Financial Planning
0.75x 1x 1.25x 1.5x 2x 0:000:22:24 The Lasting Impact of Professional Financial Planning Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients’ lives and in their communities. They discuss the importance of developing signature […]
Zack Hubbard: Making Financial Planning Accessible for Everyone
0.75x 1x 1.25x 1.5x 2x 0:000:35:34 Zack Hubbard: Making Financial Planning Accessible for Everyone Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible […]
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
0.75x 1x 1.25x 1.5x 2x 0:000:37:10 John Browning: Asking “Why” To Help Your Clients Live Their Best Lives Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis week’s episode focuses on an important concept: wealth management isn’t just about managing portfolios—it’s about shaping lives. Tune in as we […]
Phil Weiss: Life Planning to Help Clients Thrive
In this episode, Rob, Phil, and Phil discuss:
How Phil reinvented his career around financial and life planning.
Why life planning can be more impactful than solely financial planning.
Choosing your niche and understanding your why.
Phil’s nine-step process to informed success.
Creating the Ultimate Client Connection
0.75x 1x 1.25x 1.5x 2x 0:000:18:39 Creating the Ultimate Client Connection Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThe common belief is that saying “yes” to every chance we get is essential, but there’s a significant impact in learning to say “no.” In this episode, hosts Rob […]
Be Your Clients Truest Fan
0.75x 1x 1.25x 1.5x 2x 0:000:16:03 Be Your Clients Truest Fan Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis episode was created especially for financial advisors in my audience. No matter how you serve your clients, you’re probably feeling the sting of volatile markets and a turbulent […]